+62.7%
BMEZ vs VOO
+153.0%
-90.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.8% | -0.1% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +7.6% | -3.3% | +10.9% | +10.1% |
| 3M | +12.8% | -2.4% | +15.2% | +14.6% |
| 6M | +29.9% | +2.6% | +27.3% | +27.4% |
| YTD | +26.1% | +11.3% | +14.9% | +16.8% |
| 1Y | +31.4% | +13.4% | +18.0% | +20.0% |
| 3Y | +82.1% | +80.3% | +1.8% | +19.1% |
| 5Y | +8.2% | +72.7% | -64.5% | -27.5% |
| All | +62.7% | +153.0% | -90.3% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling